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Inactive

William Bergman

Captrust

Charlotte, NC

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-30
  • NC RA
    APPROVED
    Since 2025-10-30

Branch Locations

4201 Congress Street, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capfinancial Partners, Llc. (Captrust) Raleigh NC 07/2025 Present
Trinity On The Corner Charlottesville VA 08/2022 06/2025
Portico Restaurant Richmond VA 06/2022 08/2023
Kinloch Golf Club Manakin-Sabot VA 08/2020 08/2022
University Of Virginia Charlottesville VA 08/2021 05/2025
Invirtus Wealth Partners Richmond VA 05/2024 08/2024
I9 Sports Richmond VA 11/2017 03/2021
Rockit Sports Richmond VA 09/2020 08/2021
N/A N/A VA 08/2015 10/2017
  • 07/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 08/2022 → 06/2025
    Trinity On The Corner
    Charlottesville, VA
  • 06/2022 → 08/2023
    Portico Restaurant
    Richmond, VA
  • 08/2020 → 08/2022
    Kinloch Golf Club
    Manakin-Sabot, VA
  • 08/2021 → 05/2025
    University Of Virginia
    Charlottesville, VA
  • 05/2024 → 08/2024
    Invirtus Wealth Partners
    Richmond, VA
  • 11/2017 → 03/2021
    I9 Sports
    Richmond, VA
  • 09/2020 → 08/2021
    Rockit Sports
    Richmond, VA
  • 08/2015 → 10/2017
    N/A
    N/A, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-30

View on SEC IAPD

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